Consultants · Example workflow
Draft the Friday status report for every client
Progress, open questions, and budget from your project tools, drafted for each lead.
Example request
Every Friday we send status updates to nine retainer clients. For each client, pull what moved this week from Asana, decisions from the client’s Slack channel, and hours logged in our Google Sheets tracker. Draft a one-page update with progress, open questions for the client, and any work trending over budget. Hold all nine drafts for the account leads by 3 p.m.
How the agent works through it
- Gather the week’s tasks, decisions, and hours for each client.
- Draft an update with progress, open questions, and budget notes.
- Deliver each draft to its account lead for review.
What comes back
Nine drafts every Friday afternoon, each with its sources linked.
What needs your approval
Account leads edit and send each update. Budget warnings go to the lead, not the client.
Sharing with others
Each account lead works on their drafts in that client’s project.